Curtis Averre
Hollingsworth Avent Averre & Purvis, PA · Raleigh, North Carolina
Curtis Averre is a fee-only financial advisor at Hollingsworth Avent Averre & Purvis, PA in Raleigh, North Carolina. Hollingsworth Avent Averre & Purvis, PA reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Hollingsworth Avent Averre & Purvis, PA |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $177.4M across 152 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6955287 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Curtis's firm compares
- Hollingsworth Avent Averre & Purvis, PA's average account is about $1.2 million, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Curtis
Is Curtis Averre a fee-only financial advisor?
Yes. Curtis Averre is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Curtis's firm.
How does Curtis charge for financial advice?
Curtis's firm, Hollingsworth Avent Averre & Purvis, PA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Curtis Averre based?
Curtis Averre is based in Raleigh, North Carolina.
Is Curtis Averre registered with the SEC?
Yes. Curtis Averre is registered as an investment adviser representative in NC (CRD 6955287), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hollingsworth Avent Averre & Purvis, PA manage?
Hollingsworth Avent Averre & Purvis, PA reports $177.4M across 152 accounts in assets under management.
How do I contact Curtis Averre?
Contact details aren't on file yet. Search for Hollingsworth Avent Averre & Purvis, PA.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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